Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness of the Summit culture, embodying the same family and partnership values that it was founded on 41 years ago, and how the Summit ecosystem of tools, resources, and continuous collaboration amongst advisors and the support team, best serves clients and empowers growth. It is no wonder our advisors don’t leave!

Thank you to Tony and AdvisorHub, we look forward to speaking with you again!

Click here for the full segment and transcript.


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